Revenue & Service Performance Reports
Revenue and Services analytics tabs — collected vs. booked revenue, payment status, revenue by service, average order value, and what's selling.
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Where does your money actually come from — and what’s actually selling? That’s what the Revenue and Services tabs dig into, going beyond the overview stats covered in reading your analytics dashboard. Both tabs are available on paid plans — see pricing for details.
Revenue tab
Four stat cards anchor the tab:
- Revenue — cash actually collected from clients in the selected date range, based on payment date, net of refunds. This is money in the door, not just booked value.
- Booked — the total quoted value of orders placed in the range, regardless of when or whether the client has paid. This tracks your sales pace.
- Outstanding — the live balance clients owe you right now across unpaid and partially paid orders. This is a present-moment snapshot, not tied to the date range you’ve selected.
- Overdue — the portion of Outstanding that’s already past due. An open invoice counts as overdue once it’s past its own due date; money no invoice covers yet is overdue by the order’s payment terms. Balances you’ve written off or credited drop out of both figures.
The same overdue money also greets you on your dashboard, where the attention card splits it into overdue invoices and overdue payments so nothing slips while you’re busy shooting. For what happens next — automatic reminders and your follow-up options — see invoice reminders and overdue balances.
Because Revenue is keyed on payment date and Booked is keyed on order creation, the two numbers are computed differently and can diverge whenever clients haven’t paid in full yet. A big Booked number with a much smaller Revenue number usually just means invoices are still outstanding — see when clients pay for how due dates and payment timing work.
The tab also charts:
- Revenue Trend — cash collected over time, plotted by payment date.
- Payment Status — a donut breaking dollar amount into Collected, Pending, and Overdue.
- Revenue by Service — your top 8 services and packages by revenue collected in the range, with everything else grouped as Other.
- Average Order Value — quoted value divided by order count per period, so you can see whether pricing and upsells are trending up or down.
- Tax Collected — appears once you’re charging tax: the tax collected on orders in the range, grouped by tax name so you can file your remittance. Tax isn’t counted as revenue anywhere on the tab — it’s shown separately here. See sales tax for setup.
Services tab
Three stat cards summarize what’s selling:
- Unique Services — the number of distinct services or packages sold in the range, a quick read on how much of your catalog is actually moving.
- Package Rate — the percentage of orders in the range that include at least one package. A higher rate means clients are gravitating toward bundled pricing over à la carte.
- Avg Items/Order — the average number of line items per order.
Charts on this tab:
- Most Ordered Services — your top 8 services ranked by how many distinct orders include them. This is popularity by order count, not dollars, and it’s a different ranking from the Revenue tab’s Revenue by Service chart — a service can be ordered often but generate less revenue than a pricier, less-frequently-booked one.
- Order Composition — a donut showing the revenue split between packages and individual services.
- Service Trends — monthly revenue trend lines for your top 5 services by revenue in the selected range.
How the numbers are filtered
Both tabs exclude cancelled orders and respect the same date-range picker described in reading your analytics dashboard — with the exception of Outstanding and Overdue on the Revenue tab, which always reflect the current moment rather than the selected range.
For the mechanics behind services and packages themselves, see services and pricing and packages. For how payments and refunds are recorded, see getting paid — and for the invoices behind the outstanding and overdue figures, see creating and sending an invoice.
Go deeper
- Client analytics: repeat rate & top clients — who’s generating the revenue these tabs total up.
- Order & scheduling analytics — the volume and delivery-pace side of the same orders.
- Team performance & payout reports — the same revenue split by which team member shot the job.
- Invoice reminders & overdue balances — chase down the outstanding and overdue balances these cards surface.
- The Grow journey — the revenue and bestseller milestones these numbers unlock along the way.
Frequently asked questions
Why is my booked revenue higher than my collected revenue?
The two are computed differently. Revenue is keyed on payment date and counts cash actually collected net of refunds, while Booked is keyed on order creation and counts quoted value whether or not the client has paid. A big Booked number next to a small Revenue number usually just means invoices are still outstanding.
Does the Outstanding figure on the Revenue analytics tab follow my selected date range?
No. Outstanding and Overdue on the Revenue tab are present-moment snapshots of what clients owe you right now, no matter what range you've picked. Everything else on the Revenue and Services tabs respects the range.
Which analytics chart shows my most popular service?
Most Ordered Services on the Services tab ranks by how many distinct orders include a service, while Revenue by Service on the Revenue tab ranks by dollars collected. They're deliberately different rankings — a service can be ordered constantly and still bring in less than a pricier one booked rarely.
Do cancelled orders count in Spatiko's revenue and service reports?
No — both the Revenue and Services tabs exclude cancelled orders entirely, so a cancelled job never reaches Booked, Revenue by Service, Most Ordered Services, or the average order value and package figures. Nothing you cancel quietly inflates your sales pace. The Revenue card is filtered on top of that anyway — it counts cash actually collected by payment date, net of refunds.